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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,613 | $81,446-85.7% | $103,374-88.8% | $80,874-85.6% |
| Participation rate | 45.9% | 66.9%-20.9pp | 74.5%-28.6pp | 67.6%-21.7pp |
| Annual return | 11.14% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,772 | $3,870-54.2% | $5,058-65.0% | $4,297-58.8% |
| Admin fee / account holder | $754 | $6,715-88.8% | $8,394-91.0% | $6,935-89.1% |